Foreign touch panel driver IC factory factory, Taiwan and mainland IC factory to drive IC layout
Beginning in the second half of 2013, foreign touch factory and mainland IC factory to layout panel driver IC, makes the platform of small and medium size panel driver IC factory face considerable pressure of competition.On the outlook for 2014, smartphone panel driver IC factory alone will increase to more than 10.As the resolution of the LCD panel to ascend, mobile intelligent terminals are closer to the retina screen, a sharp rise in the PPI, large size LCD panel will also usher in a wave of 4 k x 2 k upsurge, the demand for driver IC.
Global Synaptics touch IC companies now covet into smartphones panel driver IC field, at the same time, Thai manufacturers such as follows, and observe the continent, the panel factory and double support of the policy, the mainland factory of IC design are involved in driver IC market.More than domestic existing IC companies are actively driving IC layout, to meet the new round of smartphones popular tide, such as ying electronics, Beijing in silicon valley, grid division, red core micro, a new micro facies, etc.
Looking around 2 q14 during April 12-15, industry as a whole will tend to reasonable inventory level, the domestic smartphone market strong rebound, most likely in the near future LCD driver IC companies have received recovery from the domestic first-line brand mobile phone factory orders, has clear heat transfer signal to each big mobile phone IC factory, 1 h14 growth momentum is expected to strongly.Also in the field of large size LCD panel, Korean firms into 4 k x 2 k, apparently wants to eat high definition TV market, is bound to drive the popularity of ultra large size TV, the size of the increase will increase demand for LCD driver IC number of star, driver IC market hot will continue, is expected in 2014 for smartphone LCD driver IC is expected to reach 10% annual growth, and the medium size regard 4 k x 2 k sales could reach more than 5% growth.
Worth quite aware that intelligent mobile terminal and the continuing growth of large size high-definition TV led driver IC market demand on one hand, on the other hand, due to the major mobile phone brand daqo low-priced competition for markets, combined with the mainland panel factory will start production to small and medium size mixing, make intelligent mobile terminal panel supply pattern from shortage to supply exceeds demand, and large size panel prices are also falling, terminal factory low price strategy makes the upper panel factory spurt cost pressure, had to abacus to drive IC, both the price and cost formula of driver IC in the future market will face a break, and there will be more and more in driver IC IC manufacturers, to compete for the market cake.
Platform system panel driver IC factory has long-term technical accumulation, product price advantage obviously, while mainland IC design companies for new roles, most no panel driver IC design experience, however, there is two of the driving factors of cannot be ignored, one of the government to the semiconductor industry in mainland China to support, the other is the mainland panel factory technical preparation has been completed, the two IC design companies in mainland China provides an excellent opportunity, unique driver IC in the future will be and a huge market of domestic IC design companies.
Touch battle field to the touch IC
With the 2013 domestic one thousand yuan the following rapid volume of low and mid-range smartphones, mobile phone manufacturers and rising demand for cost control.And a touch of NB permeability has not exceeding the expectation "also makes each notebook makers break brains, only trying to seek cheaper touch screen solution.Appeared the TPK q13 for 4 orders and active slashed prices move, there have been huge OGS manufacturers into the winter.Even more are joining In the touch screen panel factory, development On cell and the In - cell technology.Film bloc companies face OGS low price competition, also move slowly, some manufacturers developed a instead of more cheap Metal Mesh technology.We expect the touch screen price in the process of power for each other will remain downward, the move is expected to make a touch on the one hand promoted the permeability of NB, on the other hand also makes the touch screen manufacturer of touch IC for the heats up.
DIGITIMES Research analysis, looking ahead to 2014, NB will continue in the direction of the 2013 product characteristics.Among them, touch NB permeability will be increased from 8.2% to about 16.5%, but still well below NB related companies in the industry of expectation, the significantly improved on demand remains to be the new Windows operating system to improve its touch interface.Touch the NB permeability rise will inevitably bring good for touch IC, of course also intensifies the competition in the field of touch IC design.

In the field of wafer, rarely appear single atom chip on international bid more than $1, but only in the aspect of touch IC, single chip price $3 ~ 5, a few such as Atmel offer more than $5, considering a touch screen to carry more than touch IC, chip costs accounted for in the touch screen price.Has experienced years of accumulation, the domestic IC design companies took advantage on the localization support and cost control, and the technology gap with international companies are also shrinking, enter into the field of touch IC manufacturers are increasing.The Atmel, Synaptics and Cypress international companies still dominate the global more than 60% of the country's high-end brand mobile phone touch IC share, but the domestic gradually rise, Thai, YiLong the strength of the manufacturers in gradually improve, combined with the domestic smartphone and tablet growth is still fast global level, the domestic market of touch screen will be all touch IC factory A huge cake, mesoscopic to a-share listed company, perhaps in IC design field have thicker power cut into ying electronic exist in the imagination of space.